Integrations with third-party systems, data providers

Voyant currently offers integrations with the following partner service providers - back-office systems, risk profiling tools, trading and wrap platforms, data aggregation services, fund pricing feeds and other data providers.

Please contact Voyant Support for further assistance. We will gladly switch on any of these integration services for our subscribers and trialists, provided they have made whatever arrangements are necessary with the integration partner as subscribers or trialists of their services.

 

ca_lg.png Canada

FinaMetrica - risk profiling

Morningstar ByAllAccounts - data aggregation

Redtail Technology - CRM

Yodlee- account aggregation

 

ie_lg.png Ireland

Fastrak, Sprint Enterprise Technology - data aggregation, reporting
 
FinaMetrica - risk profiling
 
Morningstar - equity and fund pricing feeds
 
 
Coming soon, BIS, Broker Information Services - data and CRM

 

uk_lg.png United Kingdom

Curo, Time4Advice - back-office system

Fastrak, Sprint Enterprise Technology - data aggregation, reporting

FinaMetrica - risk profiling

Intelligent Office, Intelliflo - practice management

Morningstar - equity and fund pricing feeds

Plum Software - back-office system, CRM

7IM, Seven Investment Management - platform

Transact - wrap platform

 

us_lg.png United States

FinaMetrica - risk profiling

Morningstar ByAllAccounts - data aggregation

Redtail Technology - CRM

Yodlee- account aggregation

 

What about other third-party service providers who are not listed?

Voyant is generally willing to integrate with any solution, provided that there is demand for it among our subscribers, a willingness to work with us, and a technological fit. Our primary aim, however, is always to make sure the experience is valuable and beneficial to the adviser.

Please feel free to write Voyant support to register your interest an integration between Voyant and a service provider that is not among those listed above.

 

Related videos

Integrations - Voyant and FinaMetrica, Integrating Risk and Financial Planning

Learn about Voyant’s integration with FinaMetrica, offering access to their award winning risk profiling solution in Voyant Adviser as a bolt-on service.